2 associate life solutions specialist jobs found in Waukee, IA

Job Description: We are looking to add a Client Service Specialist to join our Property Casualty team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Prepares certificates, binders, and auto ID cards. Invoice agency bill transactions for new and renewal policies, monthly installments, endorsements, and audits. Ensure accuracy of invoicing and work with accounting to resolve any discrepancies. Order policy changes from carriers, update agency management system/exposure schedules and set follow-up tasks. Investigates and corrects omitted items and commission differences on premium discrepancies (policies, audits and endorsements) Gather quotes from online platforms Assess quotes and binders on accounts for accuracy and prepare proposal documents for clients Qualifications:...

Job Description: We are looking to add a Placement Specialist to join our Property Casualty team in Waukee, IA . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage prospects which includes placement of insurance for assigned Prospects. Schedule Opportunity Calls, Dictate Notes and Post. Create Service Team document in preferred format and place in ImageRight.  Develop applications from raw data, such as current policies or specifications and information available on the internet. Prepare Broker of Record letters, NCCI requests, Loss Run request letters. Provide Placement Consultants required list of information, after comparing it to the information provided by the sales team. Set up new prospects in the agency management system (AMS) and other...